Indeed! This kind news can push any coins over 100M marketcap easily if they are on Polo.
Was Ubuntu "the big deal" mentionned months ago ?
Every deal is a big deal so far. Making deals is an on going process for the great team. The team has mentioned that due to the NDA (nondisclosure agreement), they can't and won't disclose more details about the deals. But for you and me, to see the results of the deals is enough.
https://innovationhub.innogy.com/news-event/3lj6DX6LS0C4SyKmgEOiQq/meet-our-future-customers--machines-with-wallets- "The innogy Innovation Hub is exploring a new technology called IOTA that goes far beyond one-dimensional blockchain. With a completely new architecture based on cryptographically secure machine identities and a tangle protocol layer for validating transactions,
IOTA is a key enabler for the Machine Economy. In simple terms, it means that machines can have their own wallets and transact automatically with other machines. And as a result, new machine-centred business models are rapidly emerging."
-"The innogy Innovation Hub is now moving into a joint project partnership for prototyping and testing initial use cases with the aim of monetizing new forms of value exchange in the Machine Economy. We see IOTA driving exciting data-driven business models in energy management, supply chain management, mobility logistics telematics, health care telematics, environmental observation, security and telecommunication networks.
Our first Machine Economy prototypes will be ready in Spring 2017."
https://medium.com/iotatangle/automating-machine-transactions-and-building-trust-in-the-4th-industrial-revolution-d3219a157396#.u1zes9v6z- "The IOTA Tangle is designed less rigorously, enabling the network to build clusters and even make transactions in an offline environment. This is key in mimicking the Internet of Things (IoT), where devices use different networking protocols (e.g. ZigBee, Bluetooth LE, LPWAN, Lemonbeat, etc.)."
Just a hint for those who don't know how big innogy is: Its marketcap is around 20 billion dollars.

Aye, there were tons of hints in slack that gave an idea to where it may lead, and I'm really glad the team doesn't communicate unsettled or ongoing deals, as it would lead to unjustified hype. An NDA is mandatory for all of these I guess
In fact don't worry about which company is part of the big deal or not as you won't be disappointed. Rather focus on how YOU could help IOTA. Do you have an idea of a cool usecase? Nice, funds to sponsor you are already here (ask for details in Slack) Do you know good devs with expertise that could help the project? Awesome, get them on Slack. Do you know a company that could be interested in the tech? Sweet, introduce them to David or Dom. None of the above? Well then help spread the word/write blog posts/think about usecases/learn how to code/donate to devs or Foundation or bounties/talk to the right people.